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McGlone Suttner Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

McGlone Suttner Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-600
Closed -$14.2K – 651
2023
Q4 		$14.2K Buy
+600
New +$12.6K ﹤0.01% 485

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

McGlone Suttner Wealth Management's SCHA Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2024, closing a stake of 600 shares — an estimated $14.2K sold.

McGlone Suttner Wealth Management first reported a position in SCHA in Q4 2023 and held it in 1 quarter. The position peaked at $14.2K in Q4 2023. 1,047 funds tracked by Wall St. Rank hold SCHA as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 600 Schwab U.S Small- Cap ETF shares in Q1 2024, an estimated $14.2K.
  • McGlone Suttner Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Schwab U.S Small- Cap ETF position peaked at $14.2K in Q4 2023.
  • 1,047 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.